Dynamic Planner
Dynamic Planner Investment Committee – Update Q2 2023
The Dynamic Planner Investment Committee met on Thursday 27 April and reflected on the wider financial sector frailties following the fall-out of the Silicon Valley and First Republic Bank collapses in the US. In Europe, the dramatic loss of confidence in Credit Suisse led to a deposit run-off at digitally enabled speed and a wipe-out of its statutory capital […]
Dynamic Planner launches latest Consumer Duty support as thinking shifts to delivery
Dynamic Planner has added to its range of Consumer Duty support to help advice firms take control of implementation. Advisers can now download a free guide which puts technology and Dynamic Planner at the heart of taking on all of the challenges thrown up by the imminent deadline for open products and services. Dynamic Planner […]
Dynamic Planner scoops ‘Best Technology Provider’ at Professional Adviser Awards
Dynamic Planner has been awarded ‘Best Technology Provider’ at this year’s Professional Adviser Awards. The award assessed how providers had demonstrated innovation in the last 12 months while putting their adviser clients front-of-mind throughout. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “This week has marked Dynamic Planner’s 20th Anniversary, and to be […]
International Women’s Day 2023 #EmbraceEquity – What does it mean to 4 people at Dynamic Planner?
With 46% of team members at Dynamic Planner being women, we are truly embracing equity. For International Women’s Day 2023, we asked four women what embracing equity means to them. This is what they said. Steph Willcox, Head of Actuarial Implementation With three in four mothers with dependent children in work, the highest level over […]
Urban Synergy and Dynamic Planner Embracing Equity on International Women’s Day
Should we focus on Equality or Equity? The theme for International Women’s Day 2023 is Embrace Equity, which aligns firmly with our mission “Let’s build an equitable future”. But what do we mean by that? We have worked for more than 15 years with young people across London and beyond to help educate them, remove […]
Women in financial advice lead the way, as the world marks International Women’s Day
In support of International Women’s Day, Dynamic Planner, the UK’s leading risk based financial planning system, has conducted further analysis of findings from its Spotlight Report to paint a picture of women today in the advice industry. Age Breakdown of Respondents of Spotlight Report While the number of men increases with age it is the […]
Dynamic Planner’s Goss: era of product sales over as industry embraces personal financial planning
Speaking at its 11th Annual Conference in the year which sees Dynamic Planner, the UK’s leading risk based financial planning system, mark its 20th anniversary, CEO Ben Goss said: “We founded Dynamic Planner almost 20 years ago today, and I am as excited now as I have ever been about the prospects for this industry […]
Dynamic Planner relaunches website
Dynamic Planner, the UK’s leading risk based financial planning system, has refreshed and relaunched its website to better serve adviser needs. Mirroring how its one system technology works, the revitalised website now follows the ‘advise, research, tailor’ adviser and client journey within Dynamic Planner. Yasmina Siadatan, Sales and Marketing Director at Dynamic Planner said: “The […]
Dynamic Planner enters into long-term partnership with Quilter Financial Planning
17 January 2023: Dynamic Planner, the UK’s leading financial planning system and Quilter Financial Planning, a leading financial advice network, have entered into a long-term partnership agreement which will see Dynamic Planner provided to advisers within the Quilter group. Quilter advisers will be able to fully access everything in Dynamic Planner’s one system including: industry […]
No investor is an island
If you lived and worked on an isolated island community, and you were able to source everything you needed from your fellow islanders, retirement would be a relatively simple thing to plan.